The Retirement and IRA Show

Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516


Listen Later

Jim and Chris discuss listener questions relating to tax planning at full retirement age, the minus-one method for RMDs, inherited Roth RMDs, and early Social Security.

(9:10) A listener jokes about the state trivia and offers a suggestion for Chris’s benefit.
(11:10) Another listener shares a PSA about delays in online Social Security applications and recommends visiting a local office.
(20:15) Georgette asks whether delaying her husband’s Social Security filing would be beneficial for Roth conversions.
(39:30) Jim and Chris address whether the minus-one method for RMDs was paused during the IRS’s waiver period.
(59:20) The guys answer if inherited Roth IRAs are ever subject to RMDs other than the 10-year deadline.
(1:14:15) George questions whether there are ever good reasons to take Social Security early.

Show Notes: the Slott Report

The post Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516 appeared first on The Retirement and IRA Show.

...more
View all episodesView all episodes
Download on the App Store

The Retirement and IRA ShowBy Jim Saulnier, CFP® & Chris Stein, CFP®

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

675 ratings


More shows like The Retirement and IRA Show

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

432 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

763 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,282 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

488 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

496 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

554 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

186 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

547 Listeners

Sound Investing by Paul Merriman

Sound Investing

330 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

780 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

147 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

31 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

704 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

165 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

96 Listeners